A Brief Look At Johnson & Johnson’s Surgical Devices Business
May 21st, 2013 by Trefis Team
Johnson & Johnson (NYSE:JNJ) owes close to 65% of its value to its medical devices and diagnostics business, according to our estimates. If we delve deeper, we find that a little over 20% of the company’s value can be attributed to its ...
Online Business And Rejuvenated Anthropologie Bolster Urban Outfitters’ Results
May 21st, 2013 by Trefis Team
Urban Outfitters (NASDAQ:URBN) reported strong Q1 fiscal 2014 results despite the negative impact of the prolonged winter. The retailer’s revenues and comparable store sales (includes e-commerce) grew by 14% and 9% respectively, thanks to ...
Abercrombie & Fitch Preview: Soft Quarter Likely But Online Sales Should Help
May 21st, 2013 by Trefis Team
Abercrombie & Fitch (NYSE:ANF) will release its Q1 fiscal 2013 earnings on May 24. March 2013 was particularly weak for apparel sales in the U.S. as the prolonged cold impacted the demand for spring clothing. However, Abercrombie’s eff...
Why This Market Is Reminiscent of 2000
May 21st, 2013 by Emma Davis
Submitted by Emma Davis of Investment Contrarians as part of our contributors program . By George Leong There is simply nowhere else to put your money to work, which is why the stock market continues to edge upward to new record highs. You ca...
Pandora Media Pre-Earnings: It’s All About Mobile Monetization Growth
May 21st, 2013 by Trefis Team
When Pandora Media (NYSE:P) reported its earnings last quarter, its stock jumped substantially as the company beat estimates on better mobile monetization. As the company releases its Q1 fiscal 2014 earnings on May 23, mobile monetization will co...
GameStop Earnings Preview: What We’re Watching
May 21st, 2013 by Trefis Team
GameStop (NYSE:GME) is expected to announce earnings for the first quarter of 2013 Thursday, May 23. Industry-wide tailwinds brought on by console fatigue are expected to affect the video game retailer’s sales for the three months ending April. V...
This Company’s Valuation Is Becoming Attractive
May 21st, 2013 by Abby Joseph
Submitted by Abby Joseph at Profit Confidential as part of our contributors program . An enormous amount of effort goes into building a decent golf course. It isn’t just some nicely cut grass carved out of the bush. After several summers ...
Salesforce Pre-Earnings: Robust Revenue Growth Squeezed By Climbing Costs
May 21st, 2013 by Trefis Team
Salesforce.com (NYSE:CRM) is set to announce its Q1 fiscal 2014 (ending April 31, 2013) earnings on May 23. The company provides enterprise cloud computing and social enterprise solutions across businesses and is the market leader in cloud custom...
Is Wal-Mart Stock in Danger of a Pullback?
May 21st, 2013 by Emma Davis
Submitted by Emma Davis of Investment Contrarians as part of our contributors program . By Sasha Cekerevac We all know that the stock market has moved up significantly over the past few months. The real question is: is the move up based on the...
36 Top Stocks With Recent Dividend Growth And Which To Consider
May 21st, 2013 by Dividend Yield
Submitted by Dividend Yield as part of our contributors program . Stocks with dividend hikes from last week originally published at “ long-term-investments.blogspot.com “. Last week, 36 stocks and two ETFs announced to raise divide...
BlackRock Expands Its Asian Real Estate Presence With MGPA Deal
May 21st, 2013 by Trefis Team
BlackRock (NYSE:BLK) announced its decision to acquire independently-managed private equity real estate investment advisory firm MGPA early Tuesday morning in what comes as the latest move by the asset management giant to increase its presence in...
A Look At Travelers Personal Insurance Business; $94 Fair Value
May 21st, 2013 by Trefis Team
The Travelers Companies, Inc. (NYSE:TRV) is the sixth largest property and casualty insurer in the U.S. with a market share of 4.5% in terms of premiums earned. We have revised our price estimate for Travelers to $94, implying a premium of 10% to...
Vale Lowers Its Mozambican Coal Export Target For 2013
May 21st, 2013 by Trefis Team
Vale (NYSE:VALE) has announced a 30% reduction in its 2013 target for coal exports out of its Moatize mine in Mozambique. The target has been reduced from 4.9 million tonnes planned earlier to 3.4 million tonnes. The revision follows incidents of...
BP Revised To $47: Improving Production Outlook Outweighs Spill Costs Uncertainty
May 21st, 2013 by Trefis Team
We recently updated our price estimate for BP Plc (NYSE:BP) to $47 apiece, which implies almost 10% upside to the stock from its current market price. Our estimate is primarily based on expected production volume consolidation by 2014, as the co...
Gold and Silver Outlook for May 21
May 21st, 2013 by Trading NRG
Submitted by Trading NRG as part of our contributors program . The bullion market has changed direction and rallied on the first day of the week after gold and silver rates plummeted last week . Will gold and silver change direction and fall? ...